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PAX Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

PAX Financial Group’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.81M Sell
23,140
-1,906
-8% -$150K 0.31% 65
2025
Q4 		$1.97M Sell
25,046
-22,541
-47% -$1.78M 0.34% 62
2025
Q3 		$3.76M Sell
47,587
-3,352
-7% -$264K 0.68% 41
2025
Q2 		$4.01M Sell
50,939
-1,732
-3% -$135K 0.77% 39
2025
Q1 		$4.12M Sell
52,671
-7,081
-12% -$550K 0.73% 39
2024
Q4 		$4.62M Buy
59,752
+350
+0.6% +$27.2K 0.83% 35
2024
Q3 		$4.67M Sell
59,402
-6,588
-10% -$513K 0.84% 35
2024
Q2 		$5.06M Sell
65,990
-3,092
-4% -$236K 0.99% 23
2024
Q1 		$5.3M Sell
69,082
-611
-0.9% -$46.9K 1.06% 23
2023
Q4 		$5.35M Sell
69,693
-18,295
-21% -$1.38M 1.1% 22
2023
Q3 		$6.61M Buy
87,988
+14,791
+20% +$1.11M 1.51% 16
2023
Q2 		$5.53M Sell
73,197
-2,903
-4% -$221K 1.25% 21
2023
Q1 		$5.82M Buy
76,100
+241
+0.3% +$18.3K 1.39% 18
2022
Q4 		$5.71M Buy
75,859
+6,706
+10% +$503K 1.45% 16
2022
Q3 		$5.17M Buy
69,153
+55,094
+392% +$4.21M 1.32% 17
2022
Q2 		$1.08M Buy
14,059
+8,926
+174% +$688K 0.27% 57
2022
Q1 		$400K Buy
5,133
+33
+0.6% +$2.62K 0.09% 153
2021
Q4 		$412K Buy
5,100
+221
+5% +$18K 0.09% 144
2021
Q3 		$400K Sell
4,879
-310
-6% -$25.5K 0.1% 142
2021
Q2 		$426K Sell
5,189
-531
-9% -$43.7K 0.11% 136
2021
Q1 		$470K Buy
5,720
+113
+2% +$9.33K 0.13% 113
2020
Q4 		$465K Sell
5,607
-318
-5% -$26.3K 0.15% 98
2020
Q3 		$492K Sell
5,925
-203
-3% -$16.9K 0.17% 84
2020
Q2 		$509K Sell
6,128
-313
-5% -$25.9K 0.19% 49
2020
Q1 		$532K Sell
6,441
-1,072
-14% -$87K 0.23% 48
2019
Q4 		$610K Buy
+7,513
New +$606K 0.26% 44

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PAX Financial Group's BSV Position: Q1 2026 in Review

PAX Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 7.6% in Q1 2026, selling an estimated $150K and leaving 23,140 shares worth $1.81M. The position accounts for 0.31% of the portfolio, ranked #65.

PAX Financial Group first reported a position in BSV in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.61M in Q3 2023. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • PAX Financial Group held 23,140 shares of Vanguard Short-Term Bond ETF worth $1.81M as of Q1 2026.
  • PAX Financial Group sold 1,906 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $150K.
  • Vanguard Short-Term Bond ETF made up 0.31% of PAX Financial Group's portfolio in Q1 2026, its #65 holding.
  • PAX Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • PAX Financial Group's Vanguard Short-Term Bond ETF position peaked at $6.61M in Q3 2023.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.